Business Details
18 Years
experience
Trusted CPA Services in Charlotte, NC
Edward P Cooper, CPA, PC, PC is a trusted Charlotte CPA firm providing accounting, tax planning, tax preparation, auditing, and advisory services to privately owned businesses and nonprofit organizations. We partner with clients to identify business goals and develop strategies to achieve them, offering accounting solutions that go beyond traditional tax services. Our mission focuses on delivering personalized, responsive service while minimizing tax exposure and audit risks, allowing clients to concentrate on business growth. With over 20 years of experience, our founder Edward Cooper combines expertise from national, regional, and local CPA firms to serve diverse industries including manufacturing, real estate, and nonprofits.We maintain quality through the AICPA Peer Review Program, achieving clean reviews every three years, and support community initiatives through pro bono tax services and volunteer work. Our team prioritizes accessibility, speaking clients' language, and providing user-friendly financial statements to improve cash flow management and uncover growth opportunities. We specialize in small business accounting, QuickBooks services, and tax reduction planning tailored to Charlotte-area businesses.
Services
Small Business Accounting
Tax Planning
Tax Preparation
QuickBooks Services
Audit Review
New Business Advisory
Details
- Year established: 2008
Highlights and features
- We offer 20+ years of CPA experience serving Charlotte businesses
- Our personalized service includes tax strategies to reduce liabilities
- We provide clear financial statements for better business decision-making
- We maintain quality through AICPA peer-reviewed standards
- We support local nonprofits through pro bono tax services
Associations and certifications
- AICPA Peer Review Program
Services
Small Business Accounting
We provide comprehensive accounting solutions tailored for small businesses, including financial statement preparation, cash flow management, and expense tracking. Our services help business owners maintain accurate records while identifying cost-saving opportunities. With personalized QuickBooks support, we ensure efficient financial operations for Charlotte-area companies.
Tax Planning
Our proactive tax planning services focus on minimizing liabilities through strategic deductions and credits while reducing audit risks. We develop customized plans considering current tax laws to maximize profit potential for businesses and individuals. This includes year-round advisory to optimize tax positions.
Tax Preparation
We handle complete tax preparation for businesses and individuals, ensuring accurate filings that claim all eligible deductions. Our expertise covers complex tax situations while maintaining compliance with IRS regulations. We simplify the process to eliminate stress during tax season.
Audit Review
Our audit and review services provide assurance through rigorous examination of financial statements. Participating in the AICPA Peer Review Program ensures quality control, with clean reviews demonstrating our commitment to professional standards and accurate reporting for businesses and nonprofits.
New Business Advisory
We support new businesses with strategic planning, entity selection, and financial setup. Our advisory services cover budgeting, forecasting, and tax implications to establish strong financial foundations. This includes ongoing guidance to navigate early-stage business challenges effectively.
People
Edward P. Cooper
CPA, MBA
Edward Cooper has provided accounting services for over 20 years, founding this firm in 2008 after working at national and regional CPA firms. He holds a North Carolina CPA license and specializes in serving small businesses and nonprofits in Charlotte.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including bookkeeping, financial statements, cash flow management, and QuickBooks support tailored to Charlotte small businesses.
How can you help reduce my business taxes?
We develop customized tax strategies to maximize deductions, utilize credits, and minimize liabilities while ensuring compliance with current tax regulations.
Do you work with nonprofit organizations?
Yes, we specialize in serving nonprofits with tax compliance, financial reporting, and advisory services, including pro bono support for local charities.
Are you available for urgent accounting questions?
We prioritize responsive service and make ourselves accessible to clients for time-sensitive accounting or tax questions.
How do you ensure service quality?
Our firm undergoes triennial AICPA peer reviews, maintaining clean reviews with no comments, demonstrating our commitment to professional standards.
